LED plant fundamentals vary greatly

LED industry as a whole depressed by the downturn in the economy, the market for the third quarter of the performance of the conservative view, with the evolution of the industry, individual manufacturers operating differences are growing, the fundamentals of the performance of different trends.

In 2012, LED industry is still cautious, although most of the industry think the worst year fell in 2011, but the uncertainty of the environment, and exceeds the demand for the problem remains to be resolved, "said 2012 only by skill".

The industry generally believes that this year the whole industry environment will not be worse than last year, but the company has individual differences will be great; TV backlight to the bottom area, waiting for the demand of back temperature. As for the lighting market is still high order blue sky, is now the major manufacturers competing card field.

Overall demand for LED lighting continued growth trend unchanged, only by how much growth momentum recession depression, the proportion is still small, still unable to support the overall situation, therefore, the TV backlight is still the key this year LED plant operating performance. In other words, who can master the main LED TV orders, who is the winner.

Looking at the Taiwan LED factory on the TV backlight, the East Bay is dominate, Taiwan factory continued to dominate in the LED TV package, the Korean giant Samsung, LG and other main customers to cooperate closely, Japanese SHARP, TCL and other heavyweight clients also have in place, and Beijing East, strategic alliance, layout complete.

The East Bay in the market a bearish industry breakthrough in the market, since this year the turnover of a road to go Yang, from 268 million yuan in January, the growth rate of nearly 100 million yuan a month, June to 704 million yuan, hit a 2 year high in July, have the opportunity to record corporate estimated over the 800 million yuan mark in August.

East Pui Shan Chang Wang, the second quarter of a single quarter revenue was higher target, and finally to the high growth rate of 78%, leading the pack, looking forward to the third quarter, East Bay is still optimistic.

The whole supply chain including EPISTAR, canyuan and I-Chiun, will follow the benefit, this year is also the fundamental growth strength of relatively strong manufacturers.

LED said, according to the LED TV leadership Samsung assessment, LED TV penetration will continue to rise, the overall penetration rate in the third quarter will reach 70% to 74%. From the point of view of Samsung's LED industry estimates, the third quarter growth momentum is still focused on LED TV, and LED can supply electricity, crystal grain TV circle, and packaging plant in the East Bay and conductor I-Chiun is expected to benefit.